When:
February 24, 2017 @ 7:30 am – February 25, 2017 @ 6:00 pm
2017-02-24T07:30:00+00:00
2017-02-25T18:00:00+00:00
Where:
Marriott La Jolla
4240 La Jolla Village Dr
La Jolla, CA 92037
USA
Cost:
$420.00
Contact:
Shelley Lightfoot
858 200-1911

The Gathering

Networking, Learning, and Advice

 

SCI Laureate – 13th Annual Gathering from Forward Progress on Vimeo.

(Click on the Play Button above to watch video)

The Gathering 2017

Financial, Tax, and Legal Planning for Baby Boomers and Business Owners – What Now & What’s Next?

Friday, February 24th and Saturday, February 25th

San Diego Marriott – La Jolla
4240 La Jolla Village Drive
San Diego, CA 92122
(858) 587-1414

The Gathering Room Rate:
$169 (Reserve your room by February 3, 2017)
Reservation Link: Group Rate Gathering 2017

Click here to view the Agenda

Sponsor-Exhibitor Application

Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
planning needs.

The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as
critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and
who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill
their enlightened dreams.

Participation Fee:
The Gathering – $420
Circle of Friends Only – $200 (waived with Gathering fee)

Please note:  We have gone digital! Materials will be provided electronically.

Continuing Education Credits:
CFP & CA Insurance – credits applied for
CPA & MCLE (approved provider #11857) – credits offered

Program Location and Accommodations:
San Diego Marriott – La Jolla
4240 La Jolla Village Drive
San Diego, CA 92122
(858) 587-1414

The Gathering Room Rate:
$169 (Reserve your room by February 3, 2017)
Reservation Link: Group Rate Gathering 2017

To register for the Circle of Friends Mardis Gras Charity Event ONLY, please use this registration form.

 

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